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The Financial Analyst, Financial Planning and Analysis (FP&A) will work with a team of analysts to support the financial forecasting models and contribute to the creation of presentation materials related to the portfolio. The Financial Analyst FP&A will assist with the analysis of assumptions related to underlying market and demographic data, new and existing competition, operating conditions, financial trends, and other information needed to predict future resident occupancy, rental rates, operating/capital expenses, and net operating income for the portfolio and the company. They will also support the creation of presentation materials related to monthly business reviews with the executive team, quarterly company earnings results, board of director materials, investor presentations, and other ad hoc reports and analysis as needed.
Responsibilities
- Analyze financial performance and articulate trends, insights, and findings to management
- Oversee and manage the continued development of forecasting and modeling tools
- Compare forecast against results and create variance reports
- Monitor KPIs and leading indicators to improve quality of forecasting
- Create presentations for internal and external use (monthly business reviews, quarterly earnings calls, board of director meetings, investor presentations, etc.)
- Gather and consolidate data from multiple sources to be analyzed and used in forecasting models and strategic planning
- Opportunity to create new reporting or financial models to support company initiatives and growth
- Frequent interaction with senior and executive leadership team (SVPs, CEO, CFO)
- Support management team with data-driven analysis to inform strategic decisions
- Ad hoc reporting and analysis
Qualifications
- Bachelor’s degree in business, finance, real estate or a related field required
- 1+ years of experience in budgeting, forecasting, modeling, analytics, reporting, planning and/or other similar fields.
- Understanding of financial statements (e.g., income statements, balance sheets)
- Strong modeling skills using Microsoft Excel (knowledge of Excel Cube functions, a plus)
- Experience with visualization/presentation tools (e.g., Power Point, Tableau, etc.)
Source: Ventas Career Page
